MONTEREY FINANCIAL SERVICES, LLC
EIN 33-0369207OCEANSIDE, CA
MONTEREY FINANCIAL SERVICES, LLC (EIN 33-0369207) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $12.4M in plan assets and 175 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
175
Total assets
$12.4M
A MONTEREY FINANCIAL SERVICES, LLC employee? See the MONTEREY FINANCIAL SERVICES, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 33-0369207
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| MONTEREY FINANCIAL SERVICES, LLC 401(K) PLAN AND TRUST | 003 | 90 | $12.4M |
| MONTEREY FINANCIAL SERVICES, LLC PROFIT SHARING PLAN AND TRUST | 001 | 85 | $0 |
About this EIN
33-0369207 is the Employer Identification Number (EIN) MONTEREY FINANCIAL SERVICES, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?